North Shore Investments & Trust

Personal Trust & Estate Administration

Naming North Shore Bank as your trustee or personal representative allows you the peace of mind knowing that we will listen and understand your wishes, and that we will make sure they are fulfilled when you aren’t able to do it yourself. This can also lessen the financial and emotional burden on family members –the burden of the complex task itself, as well as those issues that can arise between family members when one has been awarded more control than another. Your Trust Executive can lead you through the process, helping you make the best and often difficult decisions about caring for yourself, your spouse, your children, your parents and your estate for the years to come.

Retirement Planning

We’ll help you clearly understand your current financial situation and what it will take to retire at the level you wish. And we’ll help achieve those goals – using the investment vehicles you already have in place such as IRAs and 401Ks as well as additional investment opportunities we can recommend. We’ve learned over the years that those without a plan retire without the assets they assumed they would have, and few realize just how expensive it would be in retirement.

Investment Management

If you’re looking for professional investment management, delivered locally, by people who understand fiduciary responsibility, please consider North Shore Investments & Trust. We will work with you to develop a plan designed to achieve your goals, implement and manage the plan for you and meet with you periodically to review the results.

At North Shore Investments & Trust, you will find the Trust Executive that best fits your family and also know that our entire Trust Department is behind that Executive, working with them to protect you and your family. Contact us today to get started on preparing for, and protecting, your family’s financial future.